BBI

Baxter Bros Inc Portfolio holdings

AUM $865M
1-Year Est. Return 20.58%
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.07M
3
+$800K
4
MS icon
Morgan Stanley
MS
+$541K
5
UBER icon
Uber
UBER
+$354K

Top Sells

1
+$3.04M
2
+$2.78M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 24.98%
2 Technology 23.94%
3 Industrials 12.77%
4 Communication Services 12.14%
5 Energy 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.18%
14,595
-10
77
$1.32M 0.17%
8,594
-365
78
$1.21M 0.16%
3,358
-999
79
$1.12M 0.15%
5,884
80
$1.07M 0.14%
2,196
-181
81
$1.03M 0.13%
1,081
+29
82
$978K 0.13%
8,350
-425
83
$922K 0.12%
23,570
-775
84
$869K 0.11%
14,776
-550
85
$864K 0.11%
1,710
86
$834K 0.11%
2,588
87
$827K 0.11%
15,477
-1,708
88
$824K 0.11%
4,000
89
$805K 0.1%
2,483
-222
90
$804K 0.1%
36,561
-244
91
$800K 0.1%
+19,070
92
$776K 0.1%
2,741
93
$722K 0.09%
13,950
-2,254
94
$679K 0.09%
6,480
-40
95
$670K 0.09%
5,516
+301
96
$593K 0.08%
2,995
+90
97
$589K 0.08%
4,200
98
$583K 0.08%
1,023
99
$582K 0.08%
10,658
100
$576K 0.07%
1,108
-1
2 3
4
5 6